This week's Blue Harbinger Weekly is a continuation of our free report titled Ten Donald Trump Stocks Worth Considering. Specifically, we provide detailed reports for each of the top five stocks. We believe each stock offers a particularly attractive dividend yield and significant price appreciation potential. Without further ado, here are the top 5 Donald Trump stocks worth considering...
Top 3 Big-Dividend Preferred Stocks
This week's Blue Harbinger Weekly reviews three top big dividend preferred stocks. They all offer large dividend yields and significant price appreciation potential. This report is a continuation of our free report titled Five "Good" Big-Dividend Preferred Stocks.
Big Dividends: Preferred Stocks, Caterpillar & More
This week’s Weekly covers three exciting big-dividend topics. First, we review an exceptional preferred stock investment opportunity. This one’s dividend is over 11%, and we’re covering it because Blue Harbinger member Sherry S. asked us to cover more preferred stocks. Next, we revisit Caterpillar and its big 4.4% dividend yield per a request from Blue Harbinger member Harry B. And finally, we do a brief post-trade review of the six new stocks we purchased last week in the high-yield portion of our Income Equity strategy (the average dividend on these new purchases exceeds 10%).
New Trades and Top Five Big Dividend Stocks
We have multiple exciting updates in this week’s Blue Harbinger Weekly. First, we’ve placed several new trades in the Blue Harbinger Income Equity strategy bringing the portfolio's aggregate dividend yield to over 5.0%. Second, in a continuation to our public report Nine Big Dividend Stocks Worth Considering we have included detailed reports for each of the Top Five Big Dividend Stocks (and yes, we do own all five in in the Blue Harbinger Income Equity strategy).
Williams Partners (WPZ) - Thesis
New Residential Investment Corp (NRZ) - Thesis
Prospect Capital (PSEC) - Thesis
We have initiated a position in Prospect Capital as its price has pulled back 4.5% over the last two weeks. Prospect capital is a Business Development Company (BDC) with a big dividend yield (13.5%), low volatility, and a cost of capital that is lower than its return on capital. We value Prospect with a dividend discount model and some very conservative assumptions.
Tsakos Energy Navigation (TNP) - Thesis
We have initiated a position in Tsakos Energy Navigation (TNP) as the shares have declined 9.1% in the last two weeks. Tsakos is a Greek company (Athens) that trades on the New York Stock Exchange. It is a provider of international seaborne crude oil and petroleum product transportation services. Tsakos makes more money when oil prices are low (as they are now), it pays a big dividend (currently 5.4%), and it has a lot of upside potential considering the market is not yet giving it nearly enough credit for its rapidly growing net income.
Triangle Capital: Dividend Cut Creates Opportunity
Triangle Capital cut its big dividend this week, and we bought shares shortly thereafter. Following the dividend cut, the stock declined roughly 15%, the yield is now around 10.5%, and we believe the company is significantly undervalued. Specifically, we bought Triangle because of its attractive cash flows, its big dividend yield, its strong internal management team, and its multiple layers of diversification benefits within the Blue Harbinger Income Equity portfolio.
Three Terrific Buying Opportunities
This week’s Blue Harbinger Weekly reviews three of our current holdings that present terrific buying opportunities right now. First, a diversified refining company that recently sold off thus creating an attractive buying opportunity. Second, a revenue-growing juggernaut that likely can’t be stopped for many years to come. And third, a smaller utility company that may soon be acquired. Log in to view all the details, and if you’re not currently a member, consider a subscription.
Williams Partners: Turmoil Creates Opportunity
We believe the market has overreacted to the challenges Williams faces (e.g. low energy prices, counterparty credit/default risk, management reorganization, and rising interest rates), under-reacted to the value it creates (e.g. energy price agnostic fee business, the value of its assets, and its future growth potential), and it could be a valuable addition to the higher risk portion of a diversified, income-focused, investment portfolio.
This 12% Yield MLP is Worth Considering
The main focus of this week’s Blue Harbinger Weekly is an attractive Master Limited Partnership investment opportunity that currently pays big monthly distributions that amount to approximately 12% per year. We review the merits of this MLP in detail, and discuss why income-focused investors may want to consider it (and no it’s not Plains All American). Additionally, we briefly review three of our value stocks that recently reported earnings and have been performing very well over the last month (and why we expect them to continue performing well going forward).
Ladder Capital: Fear Highlights Risk, Creates Opportunity
Ladder Capital an mREIT with a big +9% dividend yield, (~+20% dividend yield if you count the December special dividend). Ladder’s price has fallen 30% in the last year for a variety of reasons (e.g. fears related to commercial real estate prices, rising interest rates, widening credit spreads, decreased CMBS issuance, and increasingly challenging regulations). But we believe this maybe creating opportunity...
This 20% Dividend mREIT is Worth Considering
The primary focus of this week’s Blue Harbinger Weekly is an attractive mREIT investment opportunity that currently pays a +20% dividend yield. We review the merits of this mREIT in detail, and discuss why income-focused investors may want to considering adding it to their diversified investment portfolio (and no, it’s not New Residential). Additionally, we discuss our small cap utilities stock holding that recently gained nearly 20% on talks of being acquired.
Top 5 Blue Chip Stocks Worth Considering
In a continuation to part 1 of our free report (Ten Blue Chip Stocks Worth Considering) this week's Blue Harbinger weekly reviews the remaining (top 5) blue chip stocks on our list. And yes we do own all five of the top five stocks.
Top 5 Big Dividend Investments Worth Considering
In a continuation to part 1 of our free report (Ten Big Dividend Investments Worth Considering), this week's Blue Harbinger Weekly includes the remaining (top) five big dividend investments (we currently own three of them). We also discuss the market's reaction to Fed Chair Janet Yellen's recent comments on interest rates, as well as the continued outperformance of Blue Harbinger's members-only investment strategies through the end of the first quarter (3/31/2016).
Bubbles Bubbling? ETFs, Volatility and Retirees
Some market pundit is always trying to scare investors with talk of the next market bubble and the impending market crash. In this weekend’s shortened Blue Harbinger Weekly (it’s Easter!) we discuss the merits of three such bubbles that have recently been pushed by media pundits: 1) The Smart Beta ETF bubble, 2) The impending VIX volatility spike bubble, and 3) The giant vacuum and market crash to be created by retiring baby boomers.
Business Development Companies: Big Dividends, Differentiated Risks
This week’s Blue Harbinger Weekly reviews a variety of topics including the prospects for high dividend Business Development Companies (see table), our Tsakos options trade (it’s up nearly 100% in two months), the foolishness of those who fearfully sold at the bottom earlier this year (the Dow Jones is actually now positive for 2016), and the continued strong outlook for “value” stocks as we believe their outperformance has only just begun.
Continued Outperformance for Blue Harbinger Stocks
All three Blue Harbinger strategies continue to outperform. This week’s Weekly reviews the performance of the individual holdings within each strategy, and we focus on several stocks in particular that we believe provide terrific buying opportunities right now. And just for grins, here is a fun quote from Charlie Munger.
What a Difference a Week Can Make
Strong jobs data and a rebound in oil prices fueled the S&P 500 2.6% higher last week. Our Income Equity, Disciplined Growth and Smart Beta strategies all outperformed for the week, and they all continue to outperform since inception. Also, our Tsakos options trade is now up 98% since we initiated it on Feb 8th. Next week’s biggest scheduled data release will be crude oil inventories on 3/9, and we believe the stocks in all three of our strategies are set to climb higher. Here are the holdings (and recent performance) for each strategy: